Moik: In the eight years of investing, there were two crises. It was the oil crisis in 2016 and 2020. I've been waiting longer for the crisis than I could have spent the money better. There's been more money lost waiting for a crisis than more money made in the crisis itself. Mike has asked the second question around ticker symbol, CCOI, cognitive communication holdings. He says, it has a good dividend and good dividend growth. How safe do you think the dividend is? I haven't ran a true air screener, which I must do.
We started the show by talking about $SHELL capital markets presentation. We discuss our current thoughts on the company, including recent dividend hikes and buybacks. We also ponder if we will ever sell a company like Shell from our portfolios.
Dividend Hikes covered this week are from $TGT, $CAT,$O, $EPT
For the main topic, we discuss both two companies we are currently buying. Derek is buying $VICI and $CRH, and EDGI is buying $AMS:ASR and $HPQ.
We finish, as always, by answering questions from our amazing community, where we are asked about companies such as $MMM, $KO, $CCOI, and $MFC.
Links mentioned in the show
TheDividendGuy check out his videos: https://youtu.be/yKa42DyUcOQ
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